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7 Tips to Ramp Up Your B2B Customer Onboarding

Whether your customers and clients are Business to Business (B2B) or Business to Consumer (B2C), the foundation is the same: it starts with relationships.

Software as a Service (SaaS) is something that many small businesses may not have considered as they felt it was too complicated. Interestingly, even some medium to large organizations have tried SaaS tools and given up because they felt it was too hard for
their customers to understand. It does not have to be that way.

Especially at a time when your customers’ attention span is getting shorter, it’s essential to begin coaching them immediately and provide structure so that they are able to shorten the learning curve, succeed with the product, and have an awesome learning experience.

Salesforce created the following Infographic with seven pro tips to improve your B2B customer onboarding process, from some of the smartest SaaS people in the world. Notice
that the growing trend toward the use of SaaS is on the increase and what the forecast is
for the next few years.

7 Tips to Ramp Up Your B2B Customer Onboarding — 4 Comments

You’re welcome, Davina, and thank you for reading. From becoming more familiar with the topic, I find that as small business owners, while we may not have hundreds of customers to need the software, the basic principles shown in the Infographic can be applied to our business.

My pleasure to bring some additional light on the topic. I’m with you there. I’d seen it around too, but after being invited to publish the Infographic, I did some more research and found, as I mentioned to Davina, that the basic tenets of customer interaction can be applied to our small businesses.